Customer Success Operations Specialist

Posted An Hour Ago
Hiring Remotely in United States
Remote
70K-85K Annually
Junior
Fintech • HR Tech • Software • Financial Services
The Role
Support Customer Success operations by coordinating between customers and internal teams, performing scheduled operational tasks, troubleshooting with Analytics, streamlining processes, documenting procedures, escalating issues to Product/Engineering, and assisting CSMs with growth initiatives to improve client satisfaction and retention.
Summary Generated by Built In

Rain is the world's first AI Financial Health Platform, serving 3.5 million employees at leading organizations like McDonald's, Marriott, and T-Mobile. Rain works in the background to optimize every employee's financial life to prevent shortfalls and build long-term stability. Backed by top investors including QED and Prosus, Rain has raised $150M in venture funding to fuel our next stage of hyper growth.

Rain is looking for a Customer Success Operations Specialist (CSOPS) to join its Customer Success Operations (CSOP) team.

The CSOP team's mission is to ensure that all Customer Success activities and initiatives are carried out as efficiently and effectively as possible. As a Customer Success Operations Specialist you will play a vital role in Rain’s overall client satisfaction. Daily goals include supporting the customer experience and the company’s Customer Success objectives. We welcome individuals who will actively participate in our strategy and voice opportunities for improvement.


What you’ll do

  • Coordinate, support and escalate issues between customers, users and Rain internal teams

  • Perform scheduled operational tasks on a rotating basis, requiring strict accuracy, and on-time completion

  • Work closely with Analytics & Insights teams to monitor and troubleshoot issues proactively and reactively

  • Find areas that need improvements, identify redundant processes and help streamline the entire Customer Success function

  • Create and improve standardized processes

  • Contribute to documentation used for internal or external training/learning

  • Escalate Customer Success team issues to Product and Engineering teams

  • Support CSMs in identifying and executing growth initiatives in support of Analytics & Insights teams

Who You Are

  • 2+ years of experience in B2B SMB or scaled in customer success, account management, or sales with a history of driving revenue through retention and expansion of existing customers

  • Strong project management skills and ability to prioritize internal and external requests

  • Demonstrated track record of successfully building relationships and problem solving skills

  • Proven ability to measure, understand, and communicate business needs and impact to your customers

  • Ability to be flexible and adjust to changing priorities or projects as the company scales

  • Experience in FinTech is a plus

  • Experience using an enterprise CRM (HubSpot, Salesforce, etc.)

Who We Are

Rain is filled with people with a deeply rooted passion for our mission, who embrace diversity throughout our global team, and grow personally and professionally. We own what we do and let data guide our actions while working quickly and adapting to new challenges everyday.

Compensation:

$60,000-$70,000 Base | $70,000 - $85,000 OTE - Note this is a range and we take in a variety of factors when determining total compensation for the position.

How we care for our team:

Along with competitive salaries, Rain offers great benefits including:

  • Flexible PTO

  • Medical, Dental, Vision, Life, Disability coverage

  • Parental leave

  • Monthly stipend

  • Equity options

Diversity, Equity and Inclusion Commitments

As part of our dedication to the diversity of our workforce, Rain is committed to Equal Employment Opportunity and does not discriminate based on race, religion, color, national origin, ethnicity, gender, sex (including pregnancy), protected veteran status, age, disability, sexual orientation, gender identity, gender expression, or any unlawful criterion existing under applicable federal, state, or local laws. If you need assistance or accommodation due to a disability, you may contact us at [email protected].

What’s Next

Ensuring a smooth and enjoyable candidate experience is critical for us. Our interview process tends to take about 4 weeks to complete, but may fluctuate depending on the role. Learn more about our hiring process here. Don’t be afraid to let us know if you need more flexibility.

Skills Required

  • 2+ years of experience in B2B SMB or scaled customer success, account management, or sales with history of driving revenue through retention and expansion
  • Experience using an enterprise CRM (HubSpot, Salesforce, etc.)
  • Strong project management skills and ability to prioritize internal and external requests
  • Demonstrated ability to build relationships and problem-solve
  • Proven ability to measure, understand, and communicate business needs and customer impact
  • Ability to be flexible and adjust to changing priorities as the company scales
  • Experience in FinTech
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The Company
175 Employees
Year Founded: 2021

What We Do

Rain Technologies Inc. provides an AI-driven financial health platform for employers and employees, offering earned-wage access, budgeting tools, financial coaching, and balance-protection features. The platform integrates with payroll systems, emphasizes enterprise security and minimal data collection, and aims to reduce employee financial stress, improve retention, and increase productivity across industries such as retail, hospitality, and healthcare.

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